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Fusion Family Wealth’s Occidental Petroleum OXY Stock Holding History

Fusion Family Wealth’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-58
Closed -$4K – 221
2018
Q4 		$4K Hold
58
– – ﹤0.01% 211
2018
Q3 		$5K Hold
58
– – ﹤0.01% 216
2018
Q2 		$5K Hold
58
– – ﹤0.01% 238
2018
Q1 		$4K Hold
58
– – ﹤0.01% 230
2017
Q4 		$4K Buy
+58
New +$3.94K ﹤0.01% 243
2017
Q3 		– Sell
-58
Closed -$3K – 276
2017
Q2 		$3K Hold
58
– – ﹤0.01% 240
2017
Q1 		$4K Hold
58
– – ﹤0.01% 240
2016
Q4 		$4K Buy
+58
New +$4.12K ﹤0.01% 323

Other funds holding OXY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fusion Family Wealth's OXY Position: Q1 2019 in Review

Fusion Family Wealth sold out of Occidental Petroleum (OXY) in Q1 2019, closing a stake of 58 shares — an estimated $4K sold.

Fusion Family Wealth first reported a position in OXY in Q4 2016 and held it in 8 quarters. The position peaked at $5K in Q3 2018. 1,131 funds tracked by Wall St. Rank hold OXY as of Q1 2019.

  • Fusion Family Wealth reported no remaining Occidental Petroleum position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 58 Occidental Petroleum shares in Q1 2019, an estimated $4K.
  • Fusion Family Wealth first reported a position in Occidental Petroleum in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's Occidental Petroleum position peaked at $5K in Q3 2018.
  • 1,131 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.